In a recent 13F filing with the SEC, SIR Capital Management disclosed a significant increase in its ownership of Amphenol Corporation (APH). The filing reveals the firm's holdings grew by 215%, from 27,400 to 86,310 shares, increasing the position's reported value from $3.46 million to $15.22 million. This boosted Amphenol's weight in SIR Capital's reported portfolio from 0.32% to 1.75%.
As with all 13F filings, this disclosure reflects trades made in the prior quarter, in this case, the period ending June 30, 2026. Amphenol, a major manufacturer of electronic and fiber optic connectors, reported record sales and earnings for that same quarter, driven by strong demand in the IT datacom market.